City Budget Publications
Strategic Operating Plan
Strategic Operating Plan includes the City of Charlotte's operating and capital budgets and information related to organizational strategy.
Strategic Operating Plan Handbook-updated October 2007 The Preliminary Operating Budget for FY2009 and Capital Budget for FY2009-FY2013 was presented to Charlotte City Council on May 5, 2008.
Preliminary FY2009 Strategic Operating Plan and FY2009 - 2013 Capital Investment Plan
FY2009 Proposed User Fees Report and Schedules
The Final Operating Budget for FY2008 & FY2009 Strategic Operating Plan and the FY2008-FY2012 Capital Investment Plan was adopted by City Council on June 11, 2007.
Final FY2008 Strategic Operating Plan and FY2008 - 2012 Capital Investment Plan
FY2008 Budget Summary Brief
FY2008 User Fees Report and Schedules
FY2005 Services Inventory The services listed in this document include services from the General Fund, Enterprise Funds and financial partners. Each service is described along with the budget and personnel dedicated to it, the responsible Key Business Unit, and the City's Focus Area and Balanced Scorecard linkages.
Strategic Focus Area Plans
Strategic Focus Area plans include information on initiatives, measures and resource allocations for each of City Council's five focus areas. The Strategic Focus Area plans are published on a biennial basis.
FY2009 Focus Area Plans
FY2008 - FY2009 Focus Area Plans
FY2006 - FY2007 Focus Area Plans
Cost Allocation Plan
Cost Allocation Plan describes the City's cost allocation methodolgy as well as provides detailed support service allocations information. The Cost Allocation Plan is published on an annual basis by January of the current fiscal year or the preceeding fiscal year.
Cost Allocation Plans:
FY2008
FY2007
FY2006
FY2005
FY2004
Year-End Corporate Performance Report
Year-end Corporate Performance Reports provide summary highlights of organizational performance. The information is organized by each of the corporate objectives identified in our Corporate Scorecard.
FY2007 Year End Corporate Performance Report
The Mid Year Report provides a status report for budget (General Fund and Enterprise), capital projects and performance data for the first five months of FY2008 (July-Nov.). The document is organized by category.
FY2008 Mid-Year Report: Budget, Capital Projects, Performance
The City of Charlotte participates in the UNC Institute of Government Benchmark Study. Please see the IOG website for details on the program.
The Charlotte Story
The Charlotte Story chronicles some of the City of Charlotte's experiences resulting from implementing several strategic initiatives.
Translating Strategy into Results - October 2004
Public Sector Applications of the Balanced Scorecard
City of Charlotte Scorecard written by Dr. Kim Eagle
Published in the Government Officers Finance Review Magazine
City of Charlotte Balanced Scorecard
Frequently Asked Questions
How can I get copies of Budget & Evaluation publications? Where else can I find this information?
Copies of the Strategic Operating Plan and the Capital Investment Plan are available for viewing in Charlotte's five regional public libraries and area universities. Many of our most requested publications are available through our website.
Questions regarding information above may be directed to:
Pam B. Smith
City Budget & Evaluation Office
600 East Fourth Street
Charlotte, NC 28202-2842
Email: pbsmith@ci.charlotte.nc.us
Telephone: 704.336.2449 or 704.336.2306
